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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,421 | $196,972-2.3% | $182,262+5.6% | $198,609-3.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 13.55% | 158.27%-144.7pp | 140.60%-127.0pp | 202.70%-189.1pp |
| Employer contribution / active EE | $10,596 | $5,364+97.6% | $5,046+110.0% | $5,055+109.6% |
| Participant deferral / active EE | $20,781 | $8,643+140.5% | $8,276+151.1% | $6,977+197.9% |
| Admin fee / account holder | $65 | $18,429-99.6% | $16,712-99.6% | $19,030-99.7% |